Momentum Release Highlights – 09/18/2025

What’s New?
This release introduces powerful new reporting options, dashboard enhancements, batch actions for insureds, and important updates for both legacy CRM users and system security.

Interactive Reports

Workflow Checklists Completion – Track progress of workflow checklists inside interactive reports.
Insured Financial Summary – Added nested grid columns for Premium, Non-Premium, and Commission for clearer financial visibility.

Dashboard Enhancements

Opportunities by Line of Business (LoB) Class – New widget for quick insights into opportunity distribution.
X-Dates in Grids – X-Date fields are now available in dashboard grid displays for easier renewal tracking.

Insureds and Prospects

Batch Action: Set Custom Fields – Apply custom field values to multiple records at once.
Batch Action: Set Custom X-Dates – Assign or update X-Dates for multiple insureds/prospects in one action.

Agency & Policy Tools

Agency PIN Code Field – Added to the agency profile for enhanced verification and security checks.
Important Dates – New “Copy to Policies” action, making it easier to apply dates across records.
Endorsement-Related Lists – Added search filter for Agency Location to refine endorsements more effectively.

Reports

Local Database Report – Identify large clients ($2M+) with policies tied to specific carriers.

CRM (Legacy Automate 365 Customers)

CRM Landing Page – Added a legacy section to restore access to features previously available before the redesign. This ensures Automate 365 users can continue to work with their older data and workflows.

Security

External Security Review Report – Additional improvements and checks to strengthen overall system security posture.

Why This Matters

This release improves everyday operations with better reports, dashboards, and batch actions, while also supporting legacy CRM users and strengthening data security for all agencies.